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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,232 | $81,487+39.0% | $102,412+10.6% | $80,935+39.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 47.27% | 25.60%+21.7pp | 24.94%+22.3pp | 35.66%+11.6pp |
| Employer contribution / active EE | $1,820 | $3,103-41.4% | $3,870-53.0% | $2,757-34.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $449 | $6,717-93.3% | $8,388-94.6% | $6,924-93.5% |